BLUESTONE EQUITY PARTNERS
Firm details
- Headquarters
- New York, New York
- CRD number
- 323332
- Registered since
- October 7, 2022
- Website
- www.bluestoneequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bluestone Equity Partners is a limited partnership operating as a private equity manager focused on pooled investment vehicles for institutional clients. The firm is registered with the SEC (2022) and functions primarily as a sponsor and general partner, taking active roles in structuring and managing private equity funds. Its client base is institutional, and Bluestone’s business model combines a percentage-of-AUM fee with performance-based fees consistent with GP-led private equity economics. Investment activity centers on direct and fund-level private equity exposure, with the firm acting as portfolio manager for its pooled vehicles. Bluestone does not describe itself as an active ESG investor, and it maintains a single-state adviser footprint. The firm’s structure and fee arrangement suggest emphasis on generating carried interest through realized private market returns rather than broad retail or advisory business.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Mark Cho
Chief Operating Officer and General CounselCRD 6630662
Contacts
2 of 2SHARAD SHARMA
Founder & Managing PartnerCRD 7626962
WALKER BRUMSKINE
PartnerCRD 4986069
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 405 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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